Pomeroy Financial Planning

  • Investments/Financial Planning
2114 Madison Rd #200
Cincinnati, OH 45208
(513) 802-8898
Hours:
By appointment

About Us

Independent | Fee-Only | Fiduciary

Pomeroy Financial Planning was founded by Susan Pack in 1996 in Columbus, Ohio. Now headquartered in Cincinnati, PFP serves clients throughout Ohio and many read more
  • About

    Independent | Fee-Only | Fiduciary

    Pomeroy Financial Planning was founded by Susan Pack in 1996 in Columbus, Ohio. Now headquartered in Cincinnati, PFP serves clients throughout Ohio and many other states. Susan is a Certified Public Accountant, a Personal Financial Specialist and a Certified Financial Planner®.

    Prior to founding PFP she worked extensively with families, executives, and small business owners as a CPA for a major law firm in the Tax, Trust and Estate Group and for a large fee-only planning firm. She is a graduate of The Ohio State University and completed post-graduate studies at The College for Financial Planning.

    For more information, please visit us at https://PlanPersistProsper.com/

  • Highlights

    • CPA, PFS, CFP®
    • Fee-Only (no product sales)
    • We help our clients plan and persist so that they can prosper
    • Expert guidance since 1996
  • Whom to Contact

    • Susan Pack
      Managing Principal
      2114 Madison Rd #200
      Cincinnati, OH 45208
      Phone: (513) 802-8898
  • Map

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7850 Five Mile Rd., Cincinnati, OH 45230 – (513) 474-4802 – info@andersonareachamber.org